- JPMorgan Chase (New York, NY)
- …Market segments within Merchant Services. This high-impact role serves as a trusted advisor to the General Manager and helps shape and support growth initiatives. As ... Business and Middle Market segments. You will serve as a trusted advisor to the General Manager, providing financial insights, overseeing budgeting and forecasting,… more
- Citigroup (New York, NY)
- …Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred . + Basic understanding of investment and financial planning strategies ... specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions. + Provide… more
- Citigroup (Queens, NY)
- …Word) and experience using NaviPlan Select or similar financial planning software preferred + Basic understanding of investment and financial planning strategies ... product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions.… more
- Google (New York, NY)
- …By applying to this position you will have an opportunity to share your preferred working location from the following: **Chicago, IL, USA; New York, NY, USA; Reston, ... + 15 years of experience in FP&A and finance ** Preferred qualifications:** + Experience successfully scaling a corporate FP&A...processes, the Finance organization is an important partner and advisor to the business. The US base salary range… more
- Citigroup (Brooklyn, NY)
- …Word) and experience using NaviPlan Select or similar financial planning software preferred + Basic understanding of investment and financial planning strategies ... product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions.… more
- JPMorgan Chase (New York, NY)
- …in retirement solutions with $360 billion+ in AUM across defined contribution investment -only (DCIO) and employer recordkeeping for plan sponsor clients and their ... and strategic initiatives like 403(b), SoloK, HSA's, Financial Wellness, and advisor -managed accounts + Oversee outsourced vendor strategy with key strategic… more
- Deloitte (New York, NY)
- …performance and reputation. Leveraging our deep domain expertise across trading, investment management, and risk functions, we help clients build resilient and ... lifecycle from initial conception to implementation + Serve as subject matter advisor on client projects, including providing recommendations to improve or transform… more
- Eaton Corporation (Orchard Park, NY)
- …while managing all aspects of project accounting. Acting as a trusted advisor , this role provides financial insights to engineering and program managers and ... Commercial Finance Manager and divisional Strategic FP&A leaders to ensure proper investment decisions, accurate reporting, and compliance. As a change agent, the… more
- JPMorgan Chase (New York, NY)
- …found the right role. Join the team that serves as the trusted control advisor for our Corporate & Investment Bank's US Business Control Management Equities ... Adaptability and openness to learning from feedback and new challenges ** Preferred Qualifications, Capabilities, and Skills:** + FINRA Certifications: SIE, Series 7,… more
- JPMorgan Chase (New York, NY)
- …to drive adoption and business readiness + Serve as a trusted advisor to senior stakeholders, providing strategic insights and recommendations to drive program ... experience in financial services, with deep expertise in wealth management or investment management + 6+ years of proven success leading complex, cross-functional… more